Massachusetts Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
19,844
+558
| +3% | +$75.2K | 1.51% | 20 |
|
|
2025
Q1 | $2.82M | Buy |
19,286
+1,505
| +8% | +$220K | 1.93% | 14 |
|
|
2024
Q4 | $2.45M | Buy |
17,781
+1,358
| +8% | +$187K | 1.51% | 22 |
|
|
2024
Q3 | $2.53M | Buy |
16,423
+1,387
| +9% | +$214K | 1.59% | 20 |
|
|
2024
Q2 | $2.19M | Buy |
15,036
+5,835
| +63% | +$850K | 1.47% | 23 |
|
|
2024
Q1 | $1.36M | Buy |
9,201
+3,458
| +60% | +$511K | 0.96% | 48 |
|
|
2023
Q4 | $783K | Buy |
5,743
+3,805
| +196% | +$519K | 0.63% | 62 |
|
|
2023
Q3 | $249K | Buy |
+1,938
| New | +$249K | 0.23% | 81 |
|